PROJECT CLOSEOUT AND PUNCH LIST MANAGEMENT

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Project Master Data: Fetch project details (Project Name, Client, End Date) from the Project Data Model to populate the closeout record.
[ ] Initialize Closeout Record: Create a new entry in the Project Closeout Data Model to track the progress of the decommissioning process.
[ ] Fetch Open Punch List Items: Retrieve all active tasks and entries from the Punch List Data Model that are not yet marked as 'Resolved'.
[ ] Assign Final Site Inspection: Create a task for the Site Manager to conduct a final walkthrough and verify all physical works are complete.
[ ] Update Punch List Status: Update the status of specific punch list entries to 'Verified' once the inspection task is completed.
[ ] Calculate Total Open Punch List Items: Count the total number of remaining unresolved entries in the Punch List Data Model.
[ ] Calculate Completion Percentage: Execute formula: (Resolved Items / Total Items) * 100 to determine the project's closure readiness.
[ ] Assign Punch List Remediation: Create tasks for subcontractors/technicians to address the specific items identified in the inspection.
[ ] Get Subcontractor Contact Info: Retrieve contact details from the Vendor Data Model for all parties involved in the punch list items.
[ ] Notify Stakeholders of Inspection: Send an automated email to the Project Manager and Client notifying them that the final inspection is scheduled.
[ ] Update Project Status to 'Closing': Change the status field in the Project Data Model from 'Active' to 'In Closeout'.
[ ] Document Archiving: Create a task for the Project Admin to ensure all manuals, warranties, and as-built drawings are uploaded.
[ ] Create Final Project Report Entry: Create a summary entry in the Archive Data Model containing the final project metrics.
[ ] Generate Closeout Summary Report: Generate a PDF report containing the final punch list resolution stats, total costs, and completion dates.
[ ] Send Final Handover Package: Send an email to the Client containing the link to the Final Project Report and the completed Punch List.
[ ] Set Project Status to 'Closed': Update the Project Data Model status to 'Closed' to trigger the end of the project lifecycle.
[ ] Cleanup Temporary Work Orders: Delete temporary/adhoc work order entries that were only created for the duration of the punch list phase.

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